FINNY
FINNY is the AI growth officer for financial advisors, offering a platform for prospecting, outreach, and marketing automation targeted at financial advisory firms.
About FINNY
FINNY is the AI growth officer for financial advisors, offering a platform for prospecting, outreach, and marketing automation targeted at financial advisory firms.
Products
FINNY's Growth Engine: turns data into prospects and prospects into clients.
What customers say
“The FINNY team is ambitious. They’re working their heads off, and it shows. They’re improving the product constantly but still always available if I need help. The office hours, the one-on-ones… it’s just an easy team to work with.”
“If you put all your eggs in one marketing basket, you’ll likely be disappointed. But FINNY is low-cost, easy to use, and something that runs while I focus on what I do best.”
“Time is not something I have a lot of. I’ve got family, full-time commitments… the fact that I’m able to just have [FINNY] running without me doing anything outside of setting up that initial campaign is the most attractive part for me.”
Security and compliance
As reported by FINNY. Ask for audit reports before you buy.
- SOC 2 Type IICompliant
- Encryption in transit and at rest
- Role-based access controls
- OAuth-scoped email integration
- Continuous security monitoring via Datadog SIEM
- Automated alerting on suspicious activity
- Documented incident response procedures
- Annual independent third-party penetration testing
- Centralized identity management via enterprise SSO
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